Mark Hulbert at MarketWatch highlights Warren Buffet’s annual letter (the link includes a short video summary), but mainly emphasizes one crucial point that he suggests is a broadly important lesson…
Tag: Warren Buffett
Making Friends With Bear Markets
If you are trying to avoid the next bear market, Validea CEO John P. Reese has some advice: Stop trying to avoid the next bear market. In a piece for…
Graham and Buffett Disciple Tops the Charts in 2015
Deena Friedman manages the Fidelity Select Retailing Portfolio, which has the highest 2015 return among mutual funds. With a return of over 18%, Barron’s notes that her “stock-picking easily outperformed…
Fidelity PM Learns from Value Greats like Buffett, Graham and Klarman
Chuck Myers, who heads the Fidelity Small Cap Discovery Fund, shared some of the lessons he has learned as a value investor at the recent CFA Institute Equity and Valuation…
Apple vs. Google, and Other Market "Playoff" Matchups
With the NCAA’s college football playoff only a couple weeks away, Validea CEO John Reese recently took a look at some stock market “playoff” matchups that feature several global powerhouses,…
Be Like Buffett: Go Low -- Low-Beta, That Is
Conventional wisdom has long held that, in investing, greater risk leads to greater reward. But over the past couple years, new research has turned that idea on its head, and…
Buffett on America's Progress and Why he Remains a Long Term Optimist
Asked what he is optimistic about, Warren Buffett reflects on some key points of progress over his lifetime and suggests some things we might all be thankful for. “If I’d…
When It Comes To Growth Or Value, Have Your Cake And Eat It Too
It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…
Would Lynch, Buffett, and Graham Like Apple, Facebook, and GE?
How do Apple, Facebook, Berkshire Hathaway, and other market giants stack up against the strategies used by history’s greatest investors? In his latest column for Forbes.com, Validea CEO John P.…
Contrasting Buffett’s New & Old Value Investing Styles -- Cigar Butt vs. High Quality.
Warren Buffet’s strategy has changed over the years because the funds he manages have grown, according to Professor George Athanassakos article in Canada’s Globe & Mail. Both the old and…